M365

Copilot Agents for SharePoint is the feature you MUST try! SharePoint and AI as it should be. 🔥 Get my SharePoint Insights newsletter - https://sharepointinsights.beehiiv.com ============================= 🔥 Online Courses 🔥 ============================= https://courses.stevecorey.com ================================== 🆓 My guides, cheat sheets, and freebies ================================== https://shop.stevecorey.com Join me at Community Days Miami - https://m365miami.com/ About this video: This video demonstrates Copilot Agents for SharePoint, which leverages AI and user-created chatbots within SharePoint Online. With natural language understanding and GPT3.5, GPT4 and other models, users can quickly create chatbots grounded on SharePoint data. 00:00 - Intro 00:12 - Click to Copilot 00:44 - What do Copilot Agents do? 01:23 - How do I enable it? 02:37 - Deleting a Copilot Agent 03:12 - How to access the Copilot Agents 03:24 - Creating a Copilot Agent 05:52 - Editing a Copilot Agent 08:13 - Editing Copilot Agents in Copilot Studio 14:30 - Copilot Agent Approvals 16:02 - Sharing a Copilot Agent 18:19 - Knowledge Sources for Copilot Agents 19:19 - File type support in Copilot Agents 21:35 - Licensing for Copilot Agents 22:17 - Setting the default agent 24:14 - How do Copilot Agents work on a hub site? ============================= ✅ Connect With Me ============================= Socials - https://stevecorey.social Web - https://stevecorey.com ============================= 🔗 Relevant Links ============================= 🔗 Copilot Agents for SharePoint - https://support.microsoft.com/en-us/office/get-started-with-agents-in-sharepoint-69e2faf9-2c1e-4baa-8305-23e625021bcf 🔗 Copilot Agents for SharePoint - https://adoption.microsoft.com/en-us/agents-in-sharepoint/ ✅ If you'd like to engage me or someone on the Quisitive team for professional services, please email us at ask@quisitive.com Music by CreatorMix.com

Intelligent versioning recently appeared in SharePoint Online. The purpose is to save storage by removing unnecessary versions. But retention can stop deletion,

We are thrilled to announce the release of Copilot in Power BI Mobile apps! This new feature brings the power of AI directly to your fingertips, enhancing your mobile experience and offering a quick and simple way to dive into your data while on the go.

IT Admins,  It's hard to believe it's been almost a year since Loop became generally available at Ignite 2023. We've listened to your feedback and have some exciting updates to share! If you prefer a video format, check out ▶️ Microsoft Loop IT governance and management controls. In this update, we'll cover: Why IT Admins will love Loop How IT Admins can think about Loop Timeline for remaining capabilities Data lifecycle, governance, and Loop workspace types Admin policies to get Loop enabled Common Loop configurations Managing Loop content in the SharePoint Admin Center Admin usage dashboards Purview and compliance   Why IT Admins will love Loop We want you to feel confident piloting Loop in any organization in 2024 and be fully enabled early next year. This update will boost your confidence and inspire you to adopt Loop. One recent announcement is that Loop integrates seamlessly with Copilot, including Copilot Pages, a dynamic, persistent canvas in Copilot chat designed for multiplayer AI collaboration. With Pages, you can turn insightful Copilot responses into something durable with a side-by-side page that you can edit and share with your team. Check this out if you're an IT Admin seeking only Copilot Pages info. Additionally, Loop integrates across Microsoft 365 experiences, including collaborative meeting notes in Teams and calendar, and Loop components in Teams chats, Outlook emails, OneNote, and Whiteboard. Inspired by decades of collaboration research and the latest Work Trend Index, it's high time to enable Loop in your tenant!         How IT Admins can think about Loop  Now that you understand the benefits, let's explore how you can implement Loop in your organization. The tl;dr is that Loop simply creates .loop files, like any other file (.docx, .pdf, .pptx, .xlsx, etc.), in your SharePoint ecosystem. There are two main concepts: files and containers. Files: At its core, Loop interactions with pages and components are just co-authoring sessions with a .loop file. Loop files are managed like other files in your SharePoint ecosystem (.docx, .pdf, .pptx, .xlsx, etc.). They support version history, audit logs, change attribution in each version of version history, export, eDiscovery workflows, legal hold, etc. (more here). End-users share them like files as links in Teams messages and Outlook emails, just like other files in your communication ecosystem. When sharing a component link, applications like Teams and Outlook display an interactive experience in the message or email, like showing the video instead of the link. Containers: Loop workspaces create SharePoint Embedded containers. Containers are the core concept for storage and containment in SharePoint Embedded, just like a Site is the core concept for storage and containment in SharePoint. IT Admins manage containers like they manage SharePoint communication sites. Your governance and compliance processes apply the same way. Guest app permissions are available today to tools like AvePoint, ShareGate, your in-house tooling, and others. A full Loop workspace is shared by sending an invitation, like inviting someone to your collaboration party. Once there, they can see all the Loop pages and linked files if they have permission to the underlying file. Diagram illustrating the user experience of Loop and the core concepts of containers, pages, and components   Where are .loop files stored?  They are saved in the same place as other files if they were to upload a new file. If there's no shared storage, they go to the user's OneDrive. If there's shared storage, like a SharePoint folder, they go there. You can check a table of storage locations here for precision.   Storage quota  The storage space taken by SharePoint Embedded containers for Microsoft applications like Loop and Designer are counted within your organization's existing total SharePoint quota. This applies to the ownership types described in this article. Learn more here.   Managing Loop content  Loop content supports the capabilities listed here. In summary, that includes admin toggles, GDPR and EUDB compliance, Intune device management, Conditional Access policies, Information Barriers, Customer Lockbox, individual file recycle bin, version history, audit logs, eDiscovery, export, legal hold, retention policies, sensitivity labels, and data loss prevention. To take full advantage of Copilot integrations and other enhancements Loop provides, be aware of the following new capabilities coming soon.   Timeline for remaining capabilities  Now that you understand what Loop creates, where it creates, and a summary of management features it already supports, let’s detail what’s coming. We are excited to share the timelines for addressing key feature gaps and introducing new capabilities. For features that need more detailed information, we will provide it via Admin Message Center posts before they release and public documentation updates. Stay tuned for updates!   Q4 CY2024  Delivered while we were writing this blog! Guest app permission to content in SharePoint Embedded containers (enables Governance, Management, and Compliance tools like AvePoint, ShareGate, Smarsh, Relativity One, Nuix, and many more) – Message Center Post MC897562 Sensitivity labels at the Loop workspace level (like this) – Roadmap ID 111225 has started rolling out – Message Center Post MC923176 Guest/external access via Entra B2B config for tenants with sensitivity labels – Roadmap ID 421614  End-users can promote members to owners for Loop workspaces – Roadmap ID 362124  SharePoint Admin Center columns to identify user-owned containers, ability to filter and sort the list of containers  Retention labels for Loop files – Roadmap ID 397755  Q4 CY2024 to Q1 CY2025  SharePoint Admin Center ability to search existing containers   SharePoint Admin Center ability to change membership and ownership, and deletion/restoration of workspaces, and all changes will appear in the user's view of Loop – Roadmap ID 421613  Loop workspaces on a per workspace basis can be lifetime managed by M365 groups (like SharePoint Team sites are managed with M365 group ownerless workflows or M365 group expiration policies) – Roadmap ID 422728  Admins can ensure that new workspaces are always connected to and managed by an existing M365 group – Roadmap ID 422725  Multi-Geo: M365 group-owned workspaces are created in the group's geo, while non-M365 group-owned workspaces are created in the creator's preferred data location – Roadmap ID 421616  User-owned personal Loop workspace available, which is automatically deleted when the user account is deleted instead of remaining in the tenant as ownerless (data lifecycle will be like OneDrive) – Roadmap ID 422727   Existing Ideas Loop workspaces function as a Shared Loop workspace – Roadmap ID 422729  H1 CY2025  End-user recycle bin for Loop workspaces – Roadmap ID 421615  Usage reports in admin usage dashboards – Roadmap ID 421611  Departed user content workflows for user-owned containers (user notifications, in-app experiences, etc.) – Roadmap ID 421612  Loop workspaces can have M365 groups as members in tenant owned workspaces  Read-only access for workspaces    The rest of this post will discuss the upcoming changes and the above capabilities in more detail.  Data lifecycle, governance, and Loop workspace types  Now that we’ve covered what’s available and what’s coming, we’ll detail what direction we’re headed with manageability at a broad level. Loop will be managed like existing things in the M365 ecosystem. We’ll cover each concept in this next section. Loop workspaces are SharePoint Embedded containers. The ownership type determines how the data is retained or deleted over time and establishes the boundaries for governance within your organization. Until recently, there were only tenant-owned containers. With the announcement of Copilot Pages, we’ve added the creation of one user-owned container. Group-owned containers are coming in Q1 CY2025. The following sections will describe how each of those ownership types will function from the user’s perspective and from the IT Admin’s perspective. Diagram showing the three Loop workspace models and IT management models based on ownership type     Diagram illustrating the storage objects for IT management based on each workspace type   Personal Storage  New user-owned Loop storage containers  A user doesn’t choose to create a user-owned container, they will just receive one. There are two apps that create this single container: Copilot Pages is the first, the Loop app is the second. The same user-owned container is utilized by Copilot Pages and Loop. All SharePoint Embedded containers, including user-owned containers, are counted within your organization’s existing total SharePoint quota. The .loop files in the user's OneDrive and the .loop files in the user-owned Loop workspace within SharePoint Embedded will be lifetime-managed with the user account. Like OneDrive, the user-owned SharePoint Embedded container will be soft-deleted 30 days after the user account is deleted, and then can be recovered for up to 93 more days by the admin. After this time, the container is purged. When a user leaves, there's a workflow to enable access to OneDrive before deletion. There is a roadmap item (421612) tracking the ability for end-users to be notified of their access to the content and be able to make copies of valuable data before it’s deleted. User-own

In this article, I show you how to leverage Microsoft Whiteboard and Copilot to generate and refine your ideas, whether you're working solo or in a team.

Microsoft says that Purview Data Lifecycle Management will allow tenants to split processing of Copilot interactions and Teams chats with different policies.

Microsoft is testing a new name pronunciation feature in Outlook that allows users to record and share the correct pronunciation of their name.

Microsoft 365 subscribers in Australia, New Zealand, and some Asian markets are about to get an AI upgrade and a price increase. How long until customers in the US and Europe see the same?

Here are 4 key lessons I’ve learned from people using Copilot. My goal is to help you start incorporating Copilot into your routine and see real benefits.

Container management label support is coming to the Loop app. Before it arrives, we look at how Loop supports sensitivity labels assigned to Loop pages.

Unlock the new eDiscovery experience in Microsoft Purview: streamlined workflows, enhanced controls, and smarter data mapping.

New! Agent Builder Experience in Biz ChatHey Everyone,Using the new agent builder, a new lightweight experience powered by Copilot Studio, users of any skill...

In this first part of our series on securing your devices, we dive into Defender for Endpoint! Join us as we explore the ins and outs of licensing, and learn...

Are you ready to supercharge Microsoft 365 Copilot? We are excited to introduce a curated set of new Copilot agents developed by Microsoft.

Copilot agents are part of Microsoft's Wave 2 initiative launched in September 2024. Basically, an agent restricts Copilot queries to a defined set of content.

IntroductionWelcome to Part 2 of my series on data lifecycle management! If you haven’t had a chance to check out Part 1, you can find it here. In this section, I'll guide you through the process of setting up MRM (Messaging Records Management) retention tags and policies, and show you how to assign them to your users. Without further ado, let’s dive in!Table of contents1. MRM configuration examples: retention tags and retention policies 1.1. MRM Retention tags (Exchange Legacy) 1.2. MRM Retenti

I'm thrilled to chat with Paul Keijzers, a renowned Microsoft 365 and Microsoft Teams MVP and a captivating YouTuber over at kbworks_eu.

Our customers are our greatest source of inspiration, and over the years we have evolved Teams with the goal of helping them achieve more. Today we are taking..

Keeping data safe and secure is a must for any organization. That’s why tools like Microsoft Purview’s Insider Risk Management exist—helping businesses track and manage potential risks from within, such as data leaks or ...

The company also unveiled 10 autonomous agents within Dynamics 365, targeting sales, customer service and supply chain functions.

The BlackBasta ransomware operation has moved its social engineering attacks to Microsoft Teams, posing as corporate help desks contacting employees to assist them with an ongoing spam attack.

In today's fast-paced world, customer centricity is more important than ever. As organizations strive to meet the evolving needs of their customers, the..

Microsoft has announced that Copilot support is now available for OneNote on iPad and Mac for Microsoft 365 Insider commercial customers.

Copilot Pages are part of the September 2024 Copilot Wave 2 announcement. They're a good way to capture the text generated by Copilot in response to a prompt.

Copilot errors in generated text can happen for a variety of reasons, including poor user prompts. If the errors end up in documents, they can infect the Graph.

Learn how we deployed and are driving adoption of Microsoft 365 Copilot internally at Microsoft.

If you have Copilot for Microsoft 365 you will find you have a number of Copilot abilities surfaced in your OneDrive for Business as shown above, such as Summarize, Compare files, etc.What you may …

The question of how best to write PowerShell for Microsoft 365 was asked during a TEC 2024 PowerShell workshop. No one has the right answer. Here's mine.

At today’s OneDrive , we unveiled a powerful lineup of new features designed to help you work smarter, stay organized, and relive life’s best moments-Let’s..

You might have recently seen my post on LinkedIn discussing the term "Copilot" and how its meaning can shift depending on who you're talking to within the Microsoft ecosystem.